Nvidia's cloud business faces pressure from a $1,499 desktop, driving investors to $AMD

Entry: 599 🔥

Target: 699 🚀

Stop Loss: 549 ⚠️

The shift towards custom silicon and cheaper hardware is squeezing Nvidia's core demand for its data-center chips, with companies like Google, Amazon, Meta, and Microsoft designing their own chips to lean on Nvidia less. This trend is expected to continue, with custom AI servers forecast to reach 27.8% of shipments this year.

Not financial advice. Manage your risk.

#AMD #Nvidia #LongSetup #AIChips

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